RETIREMENT PLAN ADVISORS SERVICES, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 111392
- Registered since
- August 17, 2001
- Website
- retirementplanadvisors.com
Firm profile
FINTRXOverview
Retirement Plan Advisors Services, LLC is recorded in FINTRX as an SEC-registered advisory firm (registration year 2001) organized as a limited liability company. The database lists the owner type as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot available and several status flags are set to "No" — FINTRX indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. FINTRX does not provide descriptive entries for the firm's business activities, advisory activities, client base or fee structure, so there is no recorded detail in the dataset about the types of clients served or the advisory models used.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MATTHEW FRANK
Chief Compliance OfficerCRD 5789235
WALTER COSTENBADER
Chief Compliance OfficerCRD 1828345
Contacts
2 of 2BRETT PENDLETON
Vice PresidentCRD 5842915
JOSHUA SCHWARTZ
PresidentCRD 1730472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 29 E Madison St
- Time zone
- CT (UTC-6)
- Office locations
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